B. Riley Wealth Advisors’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Sell |
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|
2025
Q2 | $303K | Buy |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $720K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $911K | Buy |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $839K | Sell |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $193K | Buy |
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